See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,124 | $49,177+325.3% | $79,464+163.2% | $64,186+225.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.83% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,178 | $2,076+149.4% | $2,800+84.9% | $2,381+117.5% |
| Participant deferral / active EE | $3,941 | $2,821+39.7% | $3,704+6.4% | $3,470+13.6% |
| Admin fee / account holder | $13,687 | $3,839+256.5% | $5,113+167.7% | $4,888+180.0% |